William Henry Crew

Current Employers

Employment History

• 11/1999 → Present
  Lpl Financial, Llc
  San Luis Obispo, CA
• 04/2004 → Present
  Crew Wealth Management
  San Luis Obispo, CA

Previous Registrations

• 2007-01-05 → 2008-12-31
  Crew Wealth Management
  San Luis Obispo, CA
• 2005-01-06 → 2006-12-31
  Crew Wealth Management
• 2005-01-06 → 2005-12-31
  Crew Wealth Management
  San Luis Obispo, CA

Other Businesses

1.11/22/2004:CAL POLY UNIVERSITY-Not INV REL-Other-TEACHER/INSTRUCTOR- TEACHING. 2.7/24/2012:NoBusinessName-INV REL-AtReptBusLoc(s)-NON-VARIABLE INSURANCE-TimeSpent1%-INS TYPE:HEALTH 3.11/8/2012:WILLIAM HENRY CREW-INV REL-AtReptBusLoc(s)- NON-VARIABLE INSURANCE-TimeSpent3%-INS TYPE:MEDICAL, DISABILITY 4.1/10/2013:WILLIAM HENRY CREW III WEALTH MANAGEMENT GROUP INC-BUSINESS OWNER-NO TIME-SET UP HEALTH SAVINGS ACCOUNT FOR CLIENTS 5.5/28/2013:WILLIAM HENRY CREW III WEALTH MANAGEMENT GROUP INC-REFERRAL - INV REL -AtReptBusLoc(s)-An ongoing referral relationship with Enterprise Risk Solution (ERS) is to provide financial planning services through my RIA & investment management to individuals & business.- TimeSpent5% 6.10/1/13:NoBusinessName-INV REL-2177 FLORENCE STREET, SLO, CA- RealEstateRental - TimeSpent2% 7.10/7/2013:919 NILES STREET-INV REL-919 NILES STREET, SLO, CA- RealEstateRental - TimeSpent1% 8.10/7/13:NoBusinessName-INV REL-1397 MARSH STREET, SLO, CA- RealEstateRental-TimeSpent5% 9.10/7/2013:PEPPER STREET RENTAL-INV REL-1225 PEPPER STREET, SLO, CA- RealEstateRental-TimeSpent1% 10.11/19/2013:LODI ARCHVIEW LLC-INV REL-1 NORTH SACRAMENTO STREET, LODI, CA - RealEstateRental-TimeSpent1% -CO-OWNER 11.3/17/2014:NoBusinessName-INV REL -RealEstateRental-TimeSpent2%-OWNER 12.11/10/2014:SLO SEEDS (VENTURE CAPITAL GROUP)-INV REL-VARIOUS ADDRESSES- GROUP ASSOCATION-START 11/11/14-2 HR/MO 1 DURING SECS TRDG HRS-VENTURE SEED FUNDING GROUP FOR PRIMARILARY LOCAL SAN LUIS OBISPO START UP FIRMS 13.1/30/2015:CREW III WEALTH MANAGEMENT -DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)-INV REL-AtReptBusLoc(s)-START 1/23/2015- 250 HR/MO ALL DUR SECS TRDG HRS 14.4/20/2015:NoBusinessName-INV REL-1264 & 1266 MONTEREY STREET, SLO, CA -RealEstateRental-START 4/15/15-1 HR/MO NONE DUR SECS TRDG HRS-OWNER 15.4/20/2015:NoBusinessName -INV REL-979 JOHNSON STREET, SLO, CA- RealEstateRental-START 4/15/2015-1 HR/MO NONE DURING SECS TRDG HRS 16.6/2/2015:CREW MANAGEMENT-INV REL-AtReptBusLoc(s)-NON-VARIABLE INSURANCE-START 6/20/2015-2 HR/MO NONE DURING SECS TRDG HRS - AGENT. INS TYPES:LIFE, HEALTH, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES 17.6/5/2015:NoBusinessName-INV REL-1225 PEPPER STREET UNIT B- RealEstateRental-START 6/5/2015-1 HR/MO NONE DURING SECS TRDG HRS - OWNER. AIR B& B AND VBRO RENTAL. 18.5/5/2016: SMA Insurance-INV REL-AtReptBusLoc(s)--Start 5/28/2013--1Hour/Month;0HoursDuringSecuritiesTrading. 19.5/10/2016:No Business Name-INV REL -1397 Marsh Street, SLO, CA-Real Estate Rental-Start 7/20/2016-1Hour/Month;0Hrs During Securities Trading - Rental of Front building. 20.5/19/2016:Johnson & Monterey LLC-INV REL-1266 Monterey, Johnson 979, SLO, CA-Real Estate Rental-Start 7/1/2016-1Hour/Month;0Hours During Securities Trading. 21.8/5/2019:Crew Wealth Management-INV REL-AtReptBusLoc(s)-Registered Investment Advisor-IAR-Started7/23/2019-24Hours/Month;2HoursDuringSecuritiesTrading-I provide financial planning and consulting services through Crew Wealth Mangement, an independent investment advisor firm. I started this business activity in 7/2019. I expect to spend approximately 24 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial. 22.4/13/2021:Crew Wealth Management-DBA:(FP)William Henry Crew III-INV REL-AtReptBusLoc(s)- Registered Investment Advisor DBA-Started8/27/1999-10 Hours/Month/1HourDuringSecuritiesTrading. 23. 07/26/2024 - SMA - Crew Holding Company, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related- At Reported Business Location(s) - Start Date 08/14/2024 - 1 Hour per Month/ 0 Hours During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-06-21

Designations

Other Names

• Bill Crew